2016: Not the Start Expected

The SP 500 fell 2.5% today, and is down 5% in the last week. With the SP 500 down about 7.5% YTD already, needless to say, this wasn’t the start expected to 2016. At a Chicago CFA Society luncheon today, … Continued

Thoughts on 2015 – A Few Surprises

Thanks for reading this blog this year.   Here is our bullish case for 2016, and here is the biggest worry headed into the last two weeks of 2015, which hasn’t really materialized. We’ll be out with earnings-related blog posts … Continued